Do you ever wonder if you need a financial advisor? “Financial advisor” is a generic term and can be confusing. When I use the term financial advisor, I’m referring to professionals who do comprehensive financial planning and investing. I’m not talking about someone hawking the latest investment or insurance products. In my blog next month, […]

Happy New Year! Every new year there is pressure to have grand plans of a whole new YOU! We are bombarded with ads: “If you lose 10 pounds, you will be happy!” “If you invest your money with us, you will be secure!” Sometimes we make resolutions without really thinking about them. However, research shows […]

Here’s what I’ve been reading this week: Women May Be Better Investors Than Men. Let Me Mansplain Why. Do you put off investing because you are afraid you will mess it up? Well, my friend, you are wrong. Data from major studies concludes that the average female investor outperforms the average male investor. Read why […]

What to Do With a Windfall Windfall could be a large cash bonus from work, proceeds from the sale of your stock options when your company goes public, or unexpected inheritance. Here are some tips on how to handle your money when you are handed the check. Keeping It Getting rich and staying rich requires […]

Namaste Invested: Look to Yoga to Build Your Wealth I’m always looking for more interesting and engaging ways to discuss personal finance topics. This article was creative and had some good tips. I Just Received My Open Enrollment Benefits Booklet. Am I Actually Supposed to Read This Thing? If you are like most people, you […]

The Power of Health Savings Accounts for Retirement Planning Health Savings Accounts aka HSAs are one of the most valuable retirement savings tools out there for higher income earners. Using an HSA correctly allows you to lower your taxable income, grow the asset tax free, and withdraw the money tax free. Triple tax benefit!! It […]